Microsoft Corp

MSFT

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0000789019

SEC filings (opens in a new tab)

In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,248 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.

13F holders, Q1 2021

Institutional positions in Microsoft Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 4,005; No complete 13F data for Q4 2020
Shares held: 5.33B; No complete 13F data for Q4 2020
Total value: $1.26T; No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 4,005 institutions

Value heldQ1 2021: $1.26T

Institutions holding MSFT and their total value by quarter
Quarter	Holders	Value
Q2 2026	6,248	$2.05T
Q1 2026	6,237	$1.99T
Q4 2025	6,329	$2.66T
Q3 2025	5,865	$2.76T
Q2 2025	5,828	$2.67T
Q1 2025	5,776	$2.01T
Q4 2024	5,876	$2.26T
Q3 2024	5,301	$2.27T
Q2 2024	5,269	$2.37T
Q1 2024	5,240	$2.23T
Q4 2023	5,216	$1.99T
Q3 2023	4,861	$1.66T
Q2 2023	4,815	$1.79T
Q1 2023	4,717	$1.52T
Q4 2022	4,679	$1.27T
Q3 2022	4,508	$1.23T
Q2 2022	4,515	$1.34T
Q1 2022	4,549	$1.61T
Q4 2021	4,553	$1.77T
Q3 2021	4,035	$1.49T
Q2 2021	3,989	$1.43T
Q1 2021	4,005	$1.26T

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Microsoft Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MSFT in Q1 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Capital Investment Advisors, LLC	171,600	$40.5M	1.52%	–	–
Burns J W & Co Inc	171,438	$40.4M	6.81%	–	–
Burney Co	171,227	$40.4M	1.99%	–	–
Fulton Breakefield Broenniman LLC	170,920	$40.3M	3.73%	–	–
Boston Common Asset Management, LLC	170,840	$40.3M	2.54%	–	–
Forbes J M & Co LLP	170,755	$40.3M	5.61%	–	–
Guardian Capital LP	170,644	$40.2M	0.67%	–	–
Bloom Tree Partners, LLC	170,625	$40.2M	3.56%	–	–
Motley Fool Asset Management LLC	170,620	$40.2M	2.90%	–	–
BLB&B Advisors, LLC	170,543	$40.2M	3.16%	–	–
Asahi Life Asset Management Co., Ltd.	169,699	$40.0M	5.43%	–	–
Matthew Goff Investment Advisor, LLC	169,619	$40.0M	11.28%	–	–
Corient Capital Partners, LLC	169,429	$39.9M	3.42%	–	–
Dearborn Partners LLC	169,343	$39.9M	1.70%	–	–
Destination Wealth Management	169,137	$39.9M	1.65%	–	–
MainStreet Investment Advisors LLC	168,703	$39.8M	3.32%	–	–
Jones Financial Companies LLLP	168,450	$39.7M	0.07%	–	–
Lockheed Martin Investment Management Co	167,926	$39.6M	2.02%	–	–
Abner Herrman & Brock LLC	167,787	$39.6M	5.98%	–	–
Hound Partners, LLC	167,778	$39.6M	1.94%	–	–
Avantax Advisory Services, Inc.	167,563	$39.5M	0.85%	–	–
WestEnd Advisors, LLC	167,372	$39.5M	1.58%	–	–
Bellevue Asset Management, LLC	166,137	$39.4M	24.46%	–	–
CWA Asset Management Group, LLC	167,143	$39.4M	3.60%	–	–
Capital Investment Services of America, Inc.	166,509	$39.3M	4.04%	–	–
Colonial Trust Advisors	166,507	$39.3M	5.16%	–	–
Grassi Investment Management	165,026	$38.9M	4.41%	–	–
JS Capital Management LLC	165,000	$38.9M	2.01%	–	–
Geneos Wealth Management Inc.	153,925	$38.8M	1.08%	–	–
Pillar Pacific Capital Management LLC	164,268	$38.7M	3.00%	–	–
Hilton Capital Management, LLC	164,237	$38.7M	4.19%	–	–
CapWealth Advisors, LLC	163,988	$38.7M	4.40%	–	–
Valeo Financial Advisors, LLC	194,460	$38.6M	1.80%	–	–
Gluskin Sheff & Assoc Inc	163,734	$38.6M	1.73%	–	–
Sequoia Financial Advisors, LLC	163,479	$38.5M	1.61%	–	–
MD Financial Management Inc.	163,449	$38.5M	1.12%	–	–
Alerus Financial NA	163,399	$38.5M	4.06%	–	–
Matrix Asset Advisors Inc	163,269	$38.5M	5.74%	–	–
Sandler Capital Management	163,230	$38.5M	3.68%	–	–
Cypress Capital Management LLC	162,704	$38.4M	5.28%	–	–
Palisade Asset Management, LLC	162,302	$38.3M	4.92%	–	–
Narwhal Capital Management	162,161	$38.2M	5.18%	–	–
Lowe Brockenbrough & Co Inc	162,135	$38.2M	3.71%	–	–
Leonteq Securities AG	162,033	$38.2M	2.59%	–	–
Manitou Investment Management Ltd.	161,495	$38.1M	7.27%	–	–
Sumitomo Life Insurance Co	161,384	$38.0M	1.53%	–	–
Montag A & Associates Inc	161,250	$38.0M	2.14%	–	–
Strategic Wealth Advisors Group, LLC	161,000	$38.0M	1.98%	–	–
Capco Asset Management, LLC	160,389	$37.8M	12.78%	–	–
First Quadrant L P	160,132	$37.8M	4.02%	–	–
Bank of Hawaii	159,877	$37.7M	2.26%	–	–
AO Asset Management, LP	159,600	$37.6M	2.84%	–	–
Rockland Trust Co	159,226	$37.5M	2.70%	–	–
Kovitz Investment Group Partners, LLC	158,773	$37.4M	0.88%	–	–
Anchor Capital Advisors LLC	158,763	$37.4M	0.79%	–	–
American Portfolios Advisors	158,683	$37.4M	1.63%	–	–
FRG Family Wealth Advisors LLC	158,407	$37.3M	7.61%	–	–
Coerente Capital Management	157,892	$37.2M	8.14%	–	–
HighPoint Advisor Group LLC	145,228	$37.2M	4.30%	–	–
Ledyard National Bank	157,210	$37.1M	3.99%	–	–
Adell Harriman & Carpenter Inc	157,110	$37.0M	4.49%	–	–
Pathstone Family Office, LLC	156,011	$36.8M	1.24%	–	–
Dowling & Yahnke LLC	155,898	$36.8M	2.51%	–	–
Bragg Financial Advisors, Inc	154,554	$36.4M	2.45%	–	–
Jackson Wealth Management, LLC	154,420	$36.4M	5.46%	–	–
Cidel Asset Management Inc	154,298	$36.4M	1.64%	–	–
Nicholas Hoffman & Company, LLC.	153,758	$36.3M	7.31%	–	–
Grimes & Company, Inc.	153,390	$36.2M	1.74%	–	–
Advisory Services Network, LLC	152,424	$35.9M	1.34%	–	–
North Star Asset Management Inc	152,063	$35.9M	2.15%	–	–
Parallel Advisors, LLC	152,040	$35.8M	1.69%	–	–
Quantitative Investment Management, LLC	151,934	$35.8M	3.03%	–	–
Brewin Dolphin Wealth Management Ltd	151,714	$35.8M	5.46%	–	–
Wilsey Asset Management Inc	151,374	$35.7M	10.20%	–	–
Carret Asset Management, LLC	151,285	$35.7M	4.42%	–	–
Mutual Advisors, LLC	151,256	$35.7M	2.44%	–	–
Telemus Capital, LLC	142,929	$35.6M	2.46%	–	–
Vigilant Capital Management, LLC	150,866	$35.6M	3.16%	–	–
Hoey Investments, Inc	150,250	$35.4M	12.37%	–	–
E Fund Management Co., Ltd.	150,060	$35.4M	2.91%	–	–
Carroll Financial Associates, Inc.	149,210	$35.2M	2.16%	–	–
Clearstead Advisors, LLC	149,161	$35.2M	2.93%	–	–
Boston Family Office LLC	148,950	$35.1M	2.64%	–	–
Choate Investment Advisors	148,192	$34.9M	2.16%	–	–
Veritas Investment Management (UK) Ltd	148,181	$34.9M	6.52%	–	–
Kings Point Capital Management	147,727	$34.8M	3.45%	–	–
Kestra Private Wealth Services, LLC	147,526	$34.8M	2.42%	–	–
Northstar Investment Advisors LLC	147,473	$34.8M	5.07%	–	–
Stillwater Capital Advisors, LLC	147,140	$34.7M	6.29%	–	–
Columbia Asset Management	146,837	$34.6M	6.30%	–	–
Deltec Asset Management LLC	146,700	$34.6M	5.16%	–	–
Lincoln National Corp	146,687	$34.6M	0.85%	–	–
Renaissance Group LLC	146,398	$34.5M	1.46%	–	–
Buckingham Strategic Wealth, LLC	146,187	$34.5M	1.70%	–	–
Bank of Nova Scotia Trust Co	146,096	$34.4M	3.31%	–	–
National Mutual Insurance Federation of Agricultural Cooperatives	145,900	$34.4M	0.33%	–	–
Trust Co of Virginia	145,882	$34.4M	3.98%	–	–
NJ State Employees Deferred Compensation Plan	145,600	$34.3M	4.88%	–	–
BTR Capital Management Inc	145,537	$34.3M	4.99%	–	–
Gamco Investors, Inc. Et Al	145,200	$34.2M	0.30%	–	–